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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,363 | $62,672+186.2% | $185,117-3.1% | $70,126+155.8% |
| Participation rate | 94.3% | 63.8%+30.6pp | 77.3%+17.1pp | 69.5%+24.8pp |
| Annual return | 18.50% | 40.79%-22.3pp | 40.50%-22.0pp | 73.15%-54.6pp |
| Employer contribution / active EE | $7,018 | $1,753+300.3% | $4,182+67.8% | $2,343+199.6% |
| Participant deferral / active EE | $12,916 | $3,272+294.8% | $5,045+156.0% | $3,332+287.7% |
| Admin fee / account holder | $6,587 | $3,932+67.5% | $8,159-19.3% | $4,645+41.8% |